Company lists · Data refreshed September 2026

Top 21 Investment management software consultants based in Toronto, Canada

RevenueBase identified 55 investment management software consultants headquartered in Toronto, Canada as of September 2026 and tracks 627 professional contacts across them, including 306 with verified work emails. Across Canada, Toronto is the largest hub for this category.

This list covers investment management software consultants headquartered in Toronto, Canada, matched on what each company actually does as described in its own words. Ranked by team size, largest first. Every row shows the company's own description, its RevenueBase Smart Search rating, and when it was last checked. Data refreshed September 28, 2026.

Published by RevenueBase, a B2B data infrastructure company. This list was built with RevenueBase Smart Search, the natural-language company search RevenueBase customers use to build their own targeted lists and unlock verified emails and direct dials at the companies on them. How these lists are built and judged.

How to read this list HQ checked on every row RevenueBase Smart Search rating on every row Refreshed Sep 28, 2026 86% judged on-target in blind review
55Companies
627Contacts tracked
306Verified emails
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The 21 largest investment management software consultants based in Toronto, Canada

Ranked by team size
Top 21 of 55 investment management software consultants based in Toronto, Canada, ranked by team size, largest first. Data refreshed Sep 28, 2026. RevenueBase Smart Search rates how each company's information relates to investment management software consultants: strong evidence (its own description names it), partial (names part of it), indirect (matched on the rest of its profile rather than the description shown). Click a contact count to view that company's people.
#CompanyRevenueBase Smart SearchHeadquartersEmployeesContacts
1Indirect evidenceToronto, ON, CanadaHQ checked Sep 28, 2026201-500134 contacts →

Indirect evidence

“Quintessence Wealth (QW) is a Partnership of Portfolio Managers with well established practices and an entrepreneurial spirit.”

Source: RevenueBase Database · checked Sep 28, 2026
2Partial evidenceToronto, ON, CanadaHQ checked Sep 28, 202651-20091 contacts →

Partial evidence

“d1g1t is the leading institutional-grade Enterprise Wealth Management Platform for Advisors, Multi-family Offices, RIAs, Broker Dealers, Custodians, and Bank Advisor Networks.”

Source: RevenueBase Database · checked Sep 28, 2026
3Strong evidenceToronto, ON, CanadaHQ checked Sep 28, 202651-20072 contacts →

Strong evidence

“Infinite Investment Systems has been at the forefront of wealth management technology and innovation in Canada for over two decades.”

Source: RevenueBase Database · checked Sep 28, 2026
4Indirect evidenceToronto, ON, CanadaHQ checked Sep 28, 202651-20045 contacts →

Indirect evidence

“Innovation is at the core of what we do.”

Source: RevenueBase Database · checked Sep 28, 2026
5Partial evidenceToronto, ON, CanadaHQ checked Sep 28, 202651-20034 contacts →

Partial evidence

“Solutia SDO Limited is an independent management consulting firm which began in 2003 and remains owned and operated by seasoned professionals.”

Source: RevenueBase Database · checked Sep 28, 2026
6Indirect evidenceToronto, ON, CanadaHQ checked Sep 28, 202611-5028 contacts →

Indirect evidence

“At Level19, we specialize in technology consulting and delivery solutions tailored for the financial services industry.”

Source: RevenueBase Database · checked Sep 28, 2026
7Strong evidenceToronto, ON, CanadaHQ checked Sep 28, 202611-5024 contacts →

Strong evidence

“The Ticoon Wealth Management Solution is a cloud-based platform that enables financial advisors, investment firms, insurance companies, banks and credit unions to create a…”

Source: RevenueBase Database · checked Sep 28, 2026
8Indirect evidenceToronto, ON, CanadaHQ checked Sep 28, 202651-20016 contacts →

Indirect evidence

“Your competitive advantage is our proven track record in successfully advising Financial Services firms, including portfolio managers, pension funds, broker/dealers, global…”

Source: RevenueBase Database · checked Sep 28, 2026
9Indirect evidenceToronto, CanadaHQ checked Sep 28, 20261-1016 contacts →

Indirect evidence

“Monte Carlos Consulting: where expertise meets efficiency.”

Source: RevenueBase Database · checked Sep 28, 2026
10Indirect evidenceToronto, ON, CanadaHQ checked Sep 28, 202651-20014 contacts →

Indirect evidence

“Are you effectively achieving your company's mission?”

Source: RevenueBase Database · checked Sep 28, 2026
11Indirect evidenceToronto, ON, CanadaHQ checked Sep 28, 20261-1012 contacts →

Indirect evidence

“At MD Market Insights, our mission is to be the cornerstone for capital market professionals and institutions seeking to excel.”

Source: RevenueBase Database · checked Sep 28, 2026
12Indirect evidenceToronto, ON, CanadaHQ checked Sep 28, 20261-107 contacts →

Indirect evidence

“Arkimetrix is your partner in making sense of data.”

Source: RevenueBase Database · checked Sep 28, 2026
13Partial evidenceToronto, ON, CanadaHQ checked Sep 28, 202611-507 contacts →

Partial evidence

“Rapidly-growing consulting organization specialized in implementing software solutions for the Real Estate Industry.”

Source: RevenueBase Database · checked Sep 28, 2026
14Indirect evidenceToronto, ON, CanadaHQ checked Sep 28, 202611-505 contacts →

Indirect evidence

“For financial services companies looking to ensure the success of their mission-critical programs, we’re experts in strategic implementation.”

Source: RevenueBase Database · checked Sep 28, 2026
15Partial evidenceToronto, ON, CanadaHQ checked Sep 28, 20261-103 contacts →

Partial evidence

“In today’s highly integrated and automated investment systems environment, there is no such thing as a single system implementation.”

Source: RevenueBase Database · checked Sep 28, 2026
16Indirect evidenceToronto, ON, CanadaHQ checked Sep 28, 202611-502 contacts →

Indirect evidence

“Headquartered in the Greater Toronto Area of Canada's financial center, MarsRock Capital Group, a team member of Mortgage Alliance (Lic #: 10530), we are committed to serving our…”

Source: RevenueBase Database · checked Sep 28, 2026
17Partial evidenceToronto, ON, CanadaHQ checked Sep 28, 20261-102 contacts →

Partial evidence

“ITB Solutions Incorporated is a capital markets management consulting firm that is focused specifically on the capital markets.”

Source: RevenueBase Database · checked Sep 28, 2026
18Partial evidenceToronto, ON, CanadaHQ checked Sep 28, 20261-102 contacts →

Partial evidence

“Since 1985, the consultants at ARX Business Solutions have been helping companies select, implement, maintain and manage their financial accounting systems.”

Source: RevenueBase Database · checked Sep 28, 2026
19Partial evidenceToronto, ON, CanadaHQ checked Sep 28, 20261-102 contacts →

Partial evidence

“SB & COMPANY is a financial and management consulting firm based in Toronto with a global reach, that specializes in assisting businesses and individuals to attain effective…”

Source: RevenueBase Database · checked Sep 28, 2026
20Strong evidenceToronto, ON, CanadaHQ checked Sep 28, 20261-101 contacts →

Strong evidence

“Management Consulting firm offering strategic HR & IT consulting to help business leaders better leverage their investments and grow their teams.”

Source: RevenueBase Database · checked Sep 28, 2026
21Partial evidenceToronto, ON, CanadaHQ checked Sep 28, 20261-101 contacts →

Partial evidence

“We design and implement custom software solutions to support your business processes so that you can focus on running your business.”

Source: RevenueBase Database · checked Sep 28, 2026

Showing 21 of 55 investment management software consultants based in Toronto, Canada

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Investment management software consultants based in Toronto, Canada at a glance

As of Sep 28, 2026
48.8%Verified-email coverage
11.4Average contacts per company
1-10Median size (employees)
Sep 28, 2026Page data refreshed

Companies by employee count

1-10
32
11-50
13
51-200
9
201-500
1

Email recency for this list is measured across the whole Canada list rather than for Toronto, so it is reported there. Company counts and contact totals on this page are exact for Toronto, over 55 companies.

How this list was built

Company categories are rarely black and white. RevenueBase reads each company's own description of its business to decide whether it belongs among investment management software consultants, so some rows will be adjacent to the category rather than pure plays. The description and RevenueBase Smart Search rating on every row are there so you can check each match yourself.

Source
The RevenueBase company graph: 60 million companies and 398.9 million professional contacts resolved from primary sources, queried with RevenueBase Smart Search, the natural-language company search available to every RevenueBase user.
What qualifies
Companies headquartered in Toronto, Canada whose own description of what they do matches “investment management software consultants”. Matching reads each company's description, not its industry code or its name.
RevenueBase Smart Search
RevenueBase Smart Search is how this list is assembled and how each row is rated. RevenueBase's data engine and AI assess a company's LinkedIn profile, information supplied directly by the company, its website and other publicly available information, then relate it to a category defined in a user's own words. Each row is rated strong evidence (its own description names investment management software consultants), partial evidence (it names part of the category) or indirect evidence (the description shown names none of it and the match rests on the rest of the company's profile). The description supporting each rating is quoted on the row.
What we exclude
Companies whose own description does not clearly place them among investment management software consultants, and records with no verified work email. Companies headquartered outside Toronto are excluded even when they keep an office there.
Match quality
In blind human judging of this matching method, 86% of matched companies were on target. Expect roughly 1 in 7 rows to be adjacent to the category rather than a pure play. Every row shows the company's own description and its RevenueBase Smart Search rating so you can judge each match yourself. Read the full methodology: how the lists are built, how the judging worked, and what the figure means.
Ranking
Team size, largest first: companies are ordered by the number of professionals RevenueBase tracks at each one. Employee ranges shown are reported bands, for context.
Verification
Every listed company carries at least one verified work email, 306 across the full list. Contacts re-verify on a rolling cadence, and each contact's own verification date is shown inside RevenueBase.
Refresh
This page's figures were pulled from the company graph on September 28, 2026. Lists refresh periodically as the graph is re-checked.
Corrections
Wrong category, wrong headquarters, or a company that has closed? Use “Report an issue” on any row. Reports go to the RevenueBase Data Team and feed back into the company graph.

Frequently asked

What is RevenueBase Smart Search?

RevenueBase Smart Search is how RevenueBase decides which companies belong on this list and how strongly each one fits. Its data engine and AI assess a company's LinkedIn profile, information supplied directly by the company, its website and other publicly available information, then relate it to the category the list is about. Each row is rated strong evidence when the company's own description names investment management software consultants, partial evidence when it names part of the category, and indirect evidence when the description shown names none of it and the match rests on the rest of the company's profile.

How many investment management software consultants are there based in Toronto, Canada?

RevenueBase identified 55 investment management software consultants headquartered in Toronto, Canada as of September 2026, matched on each company's own description of what it does rather than its industry code.

What is the largest company on this list?

Q Wealth Partners, headquartered in Toronto, tops this list with the largest team on record.

Which city in Canada has the most investment management software consultants?

Toronto leads Canada with 55 headquartered companies, followed by Montreal (23) and Mississauga (13).

How do I get contact information for these companies?

A free RevenueBase account lets you run this exact search and work the top results, verified emails and direct dials included. Upgrading unlocks all 306 verified decision-maker contacts tracked across these 55 companies.

How current is this list?

The list refreshes periodically as the company graph is re-checked. This page's figures were pulled on September 28, 2026.

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About this data

RevenueBase is a B2B data infrastructure company. Its company graph covers 60 million companies and 398.9 million professional contacts, with emails verified on a rolling cadence rather than scraped once and left to decay. These company lists are generated directly from that graph with RevenueBase Smart Search, the same natural-language company search every RevenueBase user has: describe a market in plain words, get the companies that match, and add verified emails and direct dials for the people at them. It is the same data that powers RevenueBase's B2B data products, and a free account includes 500 credits to start. How these lists are built and judged.